Csenge Advisory Group’s UFP Industries UFPI Stock Holding History

Csenge Advisory Group’s Portfolio UFPI Stock Details UFPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,338	Closed	-$227K	–	703
2023 Q2	$227K	Buy	+2,338	New	+$195K	0.02%	572
2023 Q1	–	Sell	-2,560	Closed	-$203K	–	646
2022 Q4	$203K	Buy	+2,560	New	+$196K	0.02%	558
2022 Q2	–	Sell	-2,807	Closed	-$217K	–	681
2022 Q1	$217K	Buy	2,807 +81	+3%	+$6.76K	0.02%	582
2021 Q4	$204K	Sell	2,726 -834	-23%	-$70.1K	0.02%	532
2021 Q3	$244K	Buy	3,560 +834	+31%	+$60.6K	0.02%	511
2021 Q2	$204K	Sell	2,726 -620	-19%	-$49K	0.02%	535
2021 Q1	$268K	Buy	+3,346	New	+$209K	0.03%	414
2020 Q4	–	Sell	-4,103	Closed	-$238K	–	457
2020 Q3	$238K	Buy	+4,103	New	+$231K	0.03%	341
2018 Q4	–	Sell	-20	Closed	–	–	1407
2018 Q3	$0	Buy	+20	New	+$738	﹤0.01%	1619

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Csenge Advisory Group's UFPI Position: Q3 2023 in Review

Csenge Advisory Group sold out of UFP Industries (UFPI) in Q3 2023, closing a stake of 2,338 shares — an estimated $227K sold.

Csenge Advisory Group first reported a position in UFPI in Q3 2018 and held it in 9 quarters. The position peaked at $268K in Q1 2021. 362 funds tracked by Wall St. Rank hold UFPI as of Q3 2023.

Csenge Advisory Group reported no remaining UFP Industries position as of Q3 2023 after selling out during the quarter.
Csenge Advisory Group sold 2,338 UFP Industries shares in Q3 2023, an estimated $227K.
Csenge Advisory Group first reported a position in UFP Industries in Q3 2018 and held it in 9 quarters.
Csenge Advisory Group's UFP Industries position peaked at $268K in Q1 2021.
362 funds tracked by Wall St. Rank held UFP Industries as of Q3 2023.

Based on Csenge Advisory Group's 13F filing for Q3 2023, filed 1 Nov 2023.